Investment Thesis
SpaceX has fundamentally transformed the economics of space access—and is now building the infrastructure for humanity's multi-planetary future.
Under Elon Musk's leadership, SpaceX achieved what legacy aerospace deemed impossible: reusable rockets that have reduced launch costs by over 90%. This isn't incremental improvement; it's a paradigm shift that has made space economically accessible for the first time in history.
Valued at over $1 trillion combined with xAI, SpaceX and Musk's AI venture represent the most formidable technology conglomerate of this generation.
Starlink, the company's satellite internet constellation, has achieved profitability with millions of subscribers and is generating billions in annual revenue. Meanwhile, Starship development continues to unlock humanity's path to Mars.
SpaceX dominates global launch market share, has created an entirely new telecommunications market with Starlink, and is the only credible path to Mars colonization. There is no second place in space.
Arrow Fund is proud to provide our investors access to one of the most transformative companies of the century.